This week on the Maximize Business Value podcast, host Tom Bronson, joined by guest Judy Barton - a Senior Client Strategist with BNY Mellon Wealth Management - discusses how wealth management plays a key role in your exit. Listen in as Judy & Tom explain what you need to be doing now to ensure a successful and lucrative exit!
Judy Barton is an expert in wealth management strategies for ultra-high-net-worth men and women who find themselves in life-altering transitions, such as divorce, sale of a business, or major inheritance. For more than 25 years, she has guided clients through such events with a laser-like focus, keen intuition, and genuine concern for these clients and their families. Right now, Judy works as a Senior Client Strategist for BNY Mellon Wealth Management, wherein she assists clients with rebounding from the impact and uncertainty of COVID-19 market fluctuations. Through "Active Wealth," (which includes Invest, Spend, Borrow, Manage and Protect) she works with her BNY Mellon investment team to identify strategic opportunities in a rapidly changing investment landscape. Judy completed her Master of Legal Studies in 2020, further expanding her knowledge of business law and conflict resolution.
Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom’s career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you? Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).
Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms. Our mission was born from the lessons we’ve learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you
Mastery Partners
Elevating Businesses to Achieve The Business Owner’s Dream Exit
The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit.
Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner’s definition of his or her dream exit.
Mastery has developed a 4-Step Process to help business owners achieve their dreams.
STEP 1: Transition Readiness Assessment
STEP 2: Roadmap for Value Acceleration
STEP 3: Relentless Execution
STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey!
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